📒 QuickBooks Online Integration

QuickBooks reports that actually answer your business questions

Taptic connects to QuickBooks Online and imports your financial data into a fully queryable workspace. Ask plain-English questions about revenue, expenses, cash flow, and profitability — and get trusted SQL answers.

Turn QuickBooks data into real business intelligence

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The problem

Why teams switch to Taptic for QuickBooks Online analytics

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QuickBooks reports are rigid

You can run a P&L, but you can't easily slice it by customer segment, job type, or custom field. The moment you need a non-standard cut, you're exporting to Excel.

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Multi-period comparisons are painful

Comparing this quarter vs last quarter vs same quarter last year across multiple cost categories means opening multiple reports and doing the math yourself.

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Vendor and expense analysis is buried

Who are your biggest vendors? Which expense categories are growing? QuickBooks can tell you, but not in the flexible, drillable way a real query can.

What gets imported

8 queryable tables, imported automatically

Table
What it contains
Typical rows
qbo_invoices
All invoices with customer, amount, status, and due dates
~500–50K
qbo_invoice_line_items
Line-level detail with product, quantity, and amount per invoice
~2K–200K
qbo_customers
Customer records with contact info and balance
~100–20K
qbo_chart_of_accounts
Full account hierarchy with type and classification
~50–500
qbo_payments
Payment records linked to invoices with date and method
~500–50K
qbo_bills
Vendor bills with amounts, due dates, and status
~200–20K
qbo_vendors
Vendor profiles with contact info and balance
~50–5K
qbo_expenses
Expense transactions with account, amount, and description
~1K–100K

All tables refresh on your schedule — every 3 hours, daily, or custom. Delta refreshes only pull new and changed rows.

What you can ask

Questions Taptic answers in plain English

What is my net income by month for the last 12 months?
Which customers have outstanding invoices over 60 days?
Show me total expenses by category this quarter vs last quarter
What are my top 10 vendors by total spend this year?
Which months had the highest accounts receivable balance?
Show me revenue minus cost of goods sold by product line
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Why Taptic for QuickBooks Online?

Taptic connects QuickBooks data to the same workspace as your other sources. Cross-reference your financial data with Shopify revenue or Amazon settlements in a single query.

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